LWP

Lumature Wealth Partners Portfolio holdings

AUM $168M
1-Year Est. Return 9.84%
This Quarter Est. Return
1 Year Est. Return
+9.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$586K
3
+$503K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$501K
5
MBB icon
iShares MBS ETF
MBB
+$468K

Top Sells

1
+$7.11M
2
+$1.45M
3
+$1.44M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.44M
5
AFL icon
Aflac
AFL
+$1.03M

Sector Composition

1 Real Estate 23.53%
2 Technology 8.6%
3 Financials 5.45%
4 Consumer Discretionary 3.59%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24K 0.01%
168
-36
277
$23K 0.01%
87
+49
278
$23K 0.01%
+85
279
$23K 0.01%
88
+39
280
$23K 0.01%
+200
281
$21K 0.01%
1,000
282
$21K 0.01%
182
+102
283
$21K 0.01%
822
+460
284
$21K 0.01%
+75
285
$20K 0.01%
121
+59
286
$20K 0.01%
105
+50
287
$20K 0.01%
+176
288
$20K 0.01%
200
289
$20K 0.01%
278
+1
290
$20K 0.01%
173
+37
291
$20K 0.01%
200
292
$20K 0.01%
+400
293
$20K 0.01%
+50
294
$19K 0.01%
159
+80
295
$19K 0.01%
268
+41
296
$19K 0.01%
200
297
$19K 0.01%
221
298
$19K 0.01%
93
+46
299
$19K 0.01%
200
300
$19K 0.01%
+80
10 11
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